Archive for August, 2016

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Air Products – Sit On The Sidelines, Or “Suit-Up”

In research published today we share thoughts about the proposed PX/Linde merger, which we think is more likely to be a PX acquisition of Linde – should it go ahead. However, what APD could do matters. We are assuming that

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August 3, 2016 – MSFT: An AI-powered Vision for the Future of Enterprise Computing

MSFT’s strength in AI is a considerable weapon as it pursues its 3-part strategy, working from the cloud out and pointing the company toward becoming the dominant force in driving enterprise productivity. 1. Reinvent productivity and business processes – With

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